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Disclosery

BankPlus Trust Department: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BankPlus Trust Department on VTI, newest first. How the timeline and the estimate are built.

BankPlus Trust Department held 5,242 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,242 shares
    Change vs previous 13F +414 shares

    0.3% of the 13F portfolio, value $1,939,836.

    13F-HR 0002085853-26-000765 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,797 shares
    • BankPlus Wealth Management LLC: 3,445 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,828 shares
    Change vs previous 13F +503 shares

    0.27% of the 13F portfolio, value $1,549,105.

    13F-HR 0002085853-26-000450 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,616 shares
    • BankPlus Wealth Management LLC: 3,212 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,325 shares
    Change vs previous 13F -114 shares

    0.26% of the 13F portfolio, value $1,450,001.

    13F-HR 0002085853-26-000198 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,347 shares
    • BankPlus Wealth Management LLC: 2,978 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,439 shares
    Change vs previous 13F -48 shares

    0.27% of the 13F portfolio, value $1,456,749.

    13F-HR 0002085853-25-000194 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,347 shares
    • BankPlus Wealth Management LLC: 3,092 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,487 shares
    Change vs previous 13F +274 shares

    0.28% of the 13F portfolio, value $1,363,704.

    13F-HR 0001667731-25-000841 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,347 shares
    • BankPlus Wealth Management LLC: 3,140 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,213 shares
    Change vs previous 13F -151 shares

    0.27% of the 13F portfolio, value $1,157,874.

    13F-HR 0001667731-25-000524 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,033 shares
    • BankPlus Wealth Management LLC: 3,180 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,364 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,264,608.

    13F-HR 0001667731-25-000077 filed by BankPlus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 1,104 shares
    • BankPlus Wealth Management LLC: 3,260 shares

    Acceptance time not in the bulk data set (spec §4.2).